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QuickBooks -- The must have for any small to medium sized business
December 05, 2019

QuickBooks -- The must have for any small to medium sized business

David J. Reali, CPA | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with QuickBooks Pro

QuickBooks Pro is being used for all business accounting for our business clients. We have over 100 business clients, and of these, less than 10% keep their own books on a regular basis. We provide client write-up and bookkeeping services for the remaining clients, and all of these are set up in QuickBooks Pro.
  • Solid report formatting.
  • Excellent data recall ability.
  • Tremendous ease for adding transactions -- it's very intuitive.
  • Connectivity to some banking is a little slow/sluggish. It does not always import transactions as they occur.
  • QuickBooks gives me and my clients a quick view of cash performance.
  • QuickBooks allows a deeper cost analysis using the % of revenue column to track expenses year to year
Why use something else when QuickBooks has been reliable for more than 20 years?
QuickBooks Pro is excellent for a small business. QuickBooks Desktop is easy to learn and makes sharing with an accountant a breeze through "Accountant's Copy".

QuickBooks Desktop Pro Feature Ratings

9.0
Accounts payable
8
Accounts receivable
9
Cash management
8
Bank reconciliation
10
Expense management
10
Time tracking
Not Rated
Fixed asset management
8
Multi-currency support
Not Rated
Multi-division support
9
Regulations compliance
9
Electronic tax filing
Not Rated
Self-service portal
Not Rated
Global Financial Support
Not Rated
Primary and Secondary Ledgers
8
Intercompany Accounting
8
Localizations
9
Journals and Reconciliations
10
Enterprise Accounting
Not Rated
Configurable Accounting
9
Centralized Rules Framework
10
Standardized Processes
10
9.0
Inventory tracking
9
Automatic reordering
Not Rated
Location management
9
Manufacturing module
Not Rated
9.5
Pricing
10
Order entry
10
Credit card processing
10
Cost of goods sold
10
Order Orchestration
8
End-to-end order visibility
9
Order exception Resolution
Not Rated
9.0
Pay calculation
9
Direct deposit files
9
Salary revision and increment management
9
Reimbursement management
9
10.0
Dashboards
10
Standard reports
10
Custom reports
10
9.5
API for custom integration
10
Plug-ins
9
10.0
Role-based user permissions
10
Single sign-on capability
10

Evaluating QuickBooks Pro and Competitors

  • Prior Experience with the Product
  • Vendor Reputation
Having been a long-time user of QB, there really was no decision to be made when I opened my own accounting firm... QB is my number one choice for our internal use, and I almost ALWAYS recommend it for my clients starting up.
I would not change a thing.

QuickBooks Pro Support

I have never had an issue that was not resolved quickly, professionally and to a manner that allowed me to continue my project the same day.
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
I was having a heck of a time after a windows update reset many of my internal computer settings. Being a small business owner, I do not have an IT department at my disposal. The tech at QuickBooks help center was able to walk me through what settings I had to reconfigure, and stayed with me on the phone the entire time I had to "reboot" the compute (8 times total) to allow all of the settings to take effect. He made sure that everything was back to normal before hanging up the phone. That is dedication and service!